ROLLUP: Post Election All Time Highs | Beam Chain Announcement | Devcon Recap | FBI Raids Polymarket CEO
Bitcoin keeps going higher… What about Ethereum? On this weekly rollup we not only cover markets and its election aftermath, we also vibe check on Devcon week, Justin Drake’s Beam Chain Announcement and Polymarket’s CEO being raided by the FBI? ------ 📣 LEGION | MERIT BASED ICOs https://bankless.cc/Legion ------ BANKLESS SPONSOR TOOLS: 🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2 🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap 🪄 MAGIC EDEN | HOME OF WEB3 https://bankless.cc/MagicEden 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🤖 dYdX | UNLIMITED LAUNCHING SOON https://bankless.cc/dYdXUnlimited 🗣️TOKU | CRYPTO EMPLOYMENT https://bankless.cc/toku ------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/95?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E ------ TIMESTAMPS & RESOURCES 0:00 Intro 04:08 Markets https://x.com/intangiblecoins/status/1856146168746479673?s=46 https://x.com/robustus/status/1856015427106701675 https://companiesmarketcap.com/assets-by-market-cap/ https://x.com/tier10k/status/1856720083684372950 11:28 ETF Flows https://farside.co.uk/?p=1518 https://x.com/NateGeraci/status/1854882220407701661 https://x.com/woonomic/status/1854910141067673631 https://x.com/EricBalchunas/status/1854281747082477696 https://x.com/EricBalchunas/status/1856346407856112115 16:15 Coinbase Number 1 in Finance Apps https://x.com/JasonYanowitz/status/1856745020230877668 17:58 ETH/BTC Ratio https://pro.kraken.com/app/trade/eth-btc https://www.coingecko.com/en/global-charts https://ultrasound.money/ https://x.com/RyanSAdams/status/1857068158281998357 21:59 Memecoins https://www.coingecko.com/en/coins/peanut-the-squirrel https://www.coingecko.com/en/coins/dogecoin https://x.com/TrumpWarRoom/status/1856500025037037606 https://imgur.com/362Df5M 29:50 FBI Raids Polymarket CEO https://nypost.com/2024/11/13/business/fbi-seizes-polymarket-ceos-phone-electronics-after-betting-platform-predicts-trump-win-source/ https://www.bnnbloomberg.ca/investing/2024/11/13/polymarket-investigated-by-doj-for-allegedly-letting-us-users-bet-on-platform/ https://x.com/RyanSAdams/status/1856817245441401143 https://x.com/shayne_coplan/status/1856808022481539192 https://x.com/shayne_coplan/status/1856838409861386722 https://x.com/jespow/status/1856891151875268974?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g 38:24 Devcon Vibe Check https://x.com/EFDevcon/status/1856359485029445677 43:18 Devcon Announcements https://x.com/brantlymillegan/status/1855813557323178067?s=46 https://x.com/EspressoSys/status/1855973751982309624 https://x.com/bioprotocol/status/1856707895590846812 https://x.com/sjdedic/status/1856649048318464349 44:18 Justin Drake’s Beam Chain https://x.com/TrustlessState/status/1856276664877010968 https://imgur.com/a/AKOzd8M https://imgur.com/a/DzWFeh3 53:15 Blackrock’s BUIDL Goes Multichain https://www.prnewswire.com/news-releases/blackrock-launches-new-buidl-share-classes-across-multiple-blockchains-to-expand-access-and-potential-of-buidl-ecosystem-302304035.html https://www.coindesk.com/business/2024/11/14/franklin-templeton-expands-410m-money-market-fund-to-ethereum-blockchain/ 54:15 Deutsche Bank Launches ZK Chain https://x.com/Memento_Bc/status/1854126014261272727 https://x.com/gluk64/status/1855480434706260146?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g 56:18 Blur is Voting on a Fee Switch https://gov.blur.foundation/t/blur-improvement-proposal-1-bip-1-blur-fee-switch-veblur-tokenomics/1040 https://x.com/mikeippolito_/status/1856147009927033316?s=46 57:09 Bitwise ETH Staking ETF? https://x.com/bitwiseinvest/status/1856698856336969778 58:40 MicroStrategy Acquires 27,200 BTC https://www.businesswire.com/news/home/20241111351255/en/MicroStrategy-Announces-BTC-and-ATM-Activity-Raised-2.03-billion-Purchased-27200-BTC-Now-Holds-279420-BTC-with-BTC-Yield-of-26.4-YTD 59:32 Phantom Update Cleared Users Wallet https://x.com/mememe69696969/status/1856518115947110780 https://x.com/0xFiyopi/status/1856728042225480139?t=tYq8LUbRdtswq_dAEjusIQ&s=19 https://x.com/phantom/status/1856796137665245455 1:01:42 Aave Launches a Wallet https://family.co/blog/launch 1:02:32 Meme of the Week https://x.com/elonmusk/status/1856523237208797221 ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
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1:03:54
How Crypto AI Agents Will Take Over the World | Ejaaz Ahamadeen
Ejaaz is back on the podcast to explore the cutting edge of AI agents and their potential takeover—starting with blockchains, powered by crypto rails. Is AI x Crypto the next big wave or just hype? Is any of it investible? Ejaaz, former Coinbase product manager and current Crypto-AI fund operator, shares what’s real, what’s not, where VCs are allocating their capital and much more in today’s episode. ------ 📣GET YOUR ALL ACCESS PASS TO THE PODCAST https://bankless.cc/podshownotes ------ BANKLESS SPONSOR TOOLS: 🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2 🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap ⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🤖 dYdX | UNLIMITED LAUNCHING SOON https://bankless.cc/dYdXUnlimited 🐧 CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiSimple ------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/94?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E ------ TIMESTAMPS 0:00 Intro 7:11 The AI Agent Story 20:27 Are AI Agents a Fad? 26:33 Smarter More Personalized Models 31:30 What Could Go Wrong? 34:49 Crypto & AI Relation 40:04 How to Invest in AI Agents 50:36 AI Agents Are the Crypto Natives 1:02:05 Crypto AI Isn’t Going Away 1:09:30 Are AI Agents Real Yet? 1:14:17 Crypto AI Layers 1:26:09 Open Source’s Importance & Stacks 1:37:07 Middleware & App Layers 1:42:18 Where VCs Are Allocating 1:48:18 Closing & Disclaimers ------ RESOURCES Ejaaz https://x.com/cryptopunk7213 Gospel of Goatsie Whitepaper https://pdfupload.io/docs/aae14f87 Truth Terminal https://x.com/truth_terminal Accelerando https://www.amazon.com/Accelerando-Singularity-Charles-Stross/dp/0441014151 ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Ryan and David were interviewed by Altcoin Daily on Oct. 1st, 2024. In their interview, they chat about what's next for Ethereum, their best Ether price prediction for 2025, and all of the other tokens and more! ------ 📣GET YOUR ALL ACCESS PASS TO THE PODCAST https://bankless.cc/podshownotes ------ BANKLESS SPONSOR TOOLS: 🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2 🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap ⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🤖 dYdX | UNLIMITED LAUNCHING SOON https://bankless.cc/dYdXUnlimited 🐧 CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiSimple ------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/93?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E ------ TIMESTAMPS 2:52 Intro 4:18 Background 10:30 Crypto Outlook for 2025 13:23 How High Will Bitcoin Go in 2025? 15:11 "Ethereum Is Incredibly Undervalued" 17:37 Why Ethereum L2's Are MASSIVE 20:26 When Will Ethereum Flip Bitcoin? 24:40 Ethereum Price Prediction 2025 29:03 What's The Next Ethereum of THIS Cycle? 32:10 The Memecoin Supercycle 33:49 Secret to Growing on Social Media 36:26 Thoughts on Cardano 39:56 Best Advice for Crypto Investors ------ RESOURCES Altcoin Daily Interview https://youtu.be/h4ifYPBLM24?si=JRAoS2WrlbV_UXBC ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
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43:11
How to Prepare for the 2025 Bull Market | Arthur Hayes
What is Arthur Hayes buying for 2025? We recorded this on the U.S election day so we don’t know who won at the time of recording. Regardless, Arthur says the election doesn’t matter. To him, the outcome is the same no matter who’s in power, they will print money. We talk about the Chinese property bubble and the coming money cannon which Arthur thinks will be bigger than the COVID stimulus. The Fed’s next move, why the treasury is sucking all the oxygen out of the room. We get into his crypto portfolio, what he’s holding and why. ------ 📣 GET YOUR ALL ACCESS PASS TO THE PODCAST https://bankless.cc/podshownotes ------ BANKLESS SPONSOR TOOLS: 🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2 🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap ⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🤖 dYdX | UNLIMITED LAUNCHING SOON https://bankless.cc/dYdXUnlimited 🐧 CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiSimple ------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/92?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E ------ TIMESTAMPS 0:00 Intro 5:11 Does the Election Matter? 13:44 Where are we in the Crypto Cycle? 17:23 Chinese Property Bubble 33:14 Isn’t Bitcoin Illegal in China? 37:45 Fed’s Next Move 45:16 Politics & The Money Printer 49:42 Arthur’s Crypto Portfolio 50:33 ETH as Money? 1:01:42 Is ETH Dead? 1:02:20 Ethena 1:03:46 Memecoins 1:05:42 AI x Crypto 1:09:10 War Scenario 1:18:48 Arthur’s Advice 1:20:28 Closing & Disclaimers ------ RESOURCES Arthur Hayes Blog https://cryptohayes.medium.com/ ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
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1:15:53
ROLLUP: A New Era For Crypto | Bitcoin All Time High | Polymarket Dominance | Where Do We Go Next?
Gary Gensler’s reign of terror is over. It’s ATH week. With a sweeping Republican win and Trump’s declaration of a ‘Golden Age of America,’ the U.S. election results have reshaped the crypto landscape overnight. Join us as we dive into the Polymarket effect on election night coverage, analyze the election’s impact on key crypto legislation, and explore the post-election market surge. We cover price action, pro-crypto shifts in Congress, and big players like Elon Musk and Michael Saylor making moves. Plus, is the DeFi Renaissance here? Tune in for an in-depth look at what this political shift means for the future of crypto. ------ 📣 LEGION | MERIT BASED ICOs https://bankless.cc/Legion ------ BANKLESS SPONSOR TOOLS: 🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2 🐧 CARTESI | LINUX-POWERED ROLLUPS https://bankless.cc/CartesiSimple ⚖️ ARBITRUM | SCALING ETHEREUM https://bankless.cc/Arbitrum 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🦄UNISWAP | BROWSER EXTENSION https://bankless.cc/uniswap 🤖 dYdX | UNLIMITED LAUNCHING SOON https://bankless.cc/dYdXUnlimited ------ ✨ Mint the episode on Zora ✨ https://zora.co/collect/zora:0x0c294913a7596b427add7dcbd6d7bbfc7338d53f/91?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E ------ TIMESTAMPS & RESOURCES 00:00 The New President https://polymarket.com/elections https://x.com/Reuters/status/1854093869664837997 https://www.perplexity.ai/elections/2024-11-05/us/senate 11:29 Polymarket’s Big Win https://x.com/llamaonthebrink/status/1854017757588705432?s=43&t=2ZINVXJQKx6xO_6Wiiu_2g https://x.com/shayne_coplan/status/1854045045806023002 https://x.com/Polymarket/status/1854248877798674529 19:15 Markets https://x.com/quintenfrancois/status/1853336478476050503?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g https://imgur.com/J9TUNmR 25:53 ETF Updates https://x.com/matthew_sigel/status/1853463874772643926?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g https://x.com/EricBalchunas/status/1854281747082477696 32:02 Post Election Winners https://www.coingecko.com/ 33:55 DeFi Renaissance https://unchainedcrypto.com/defi-tokens-jump-on-hopes-that-trump-will-provide-crypto-regulatory-clarity/ https://x.com/ethena_labs/status/1854295616907862150?s=46&t=bg7XEx0DtAdxgT9lGVWZ6w 39:06 Fed Watch https://www.cnn.com/business/live-news/fed-meeting-november-11-07-24/index.htm l 40:42 $42 Billion Dollar Bitcoin Bid? https://x.com/saylor/status/1851718391889043954 43:20 Global Dollar Network https://x.com/global_dollar/status/1853558740957405362 48:36 UBS Launches Fund on Ethereum https://www.ubs.com/global/en/media/display-page-ndp/en-20241101-first-tokenized-investment-fund.html 50:28 Base Fault Proofs https://x.com/base/status/1851672364439814529 https://x.com/l2beat/status/1853429669204230230 51:34 Roman Storm Trial Delayed https://www.coindesk.com/policy/2024/11/01/tornado-cash-developer-roman-storms-trial-pushed-to-april/ https://x.com/RyanSAdams/status/1853440809644802159 52:03 Devcon https://lu.ma/0bpju5ic 54:54 Permissionless IV https://x.com/Permissionless/status/1854542280301892074 https://x.com/BanklessHQ/status/1853426117157245208 ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
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